APPROACH RETIREMENT ADVISORS, LLC

3928 Cypress Drive
Suite 150
Vestavia, Alabama 35243
Tel: (205) 588-8637

About APPROACH RETIREMENT ADVISORS, LLC

APPROACH RETIREMENT ADVISORS, LLC, formally registered with the SEC as APPROACH RETIREMENT ADVISORS, LLC. The firm was established in 07/07/2021. They have over 3 offices throughout the country.

APPROACH RETIREMENT ADVISORS, LLC is a Vestavia, Alabama based Financial Planning firm with nearly $173,598,369 assets under management, offering retirement planning & investment advisory services to 479 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166221
SEC#	801-121714
Assets Managed by Firm	$173,598,369
No. of Clients	479
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	479	$173,598,369
Individuals (other than high net worth individuals)	97	$35,357,548
High net worth individuals	53	$135,709,204
Pension and profit sharing plans	1	$986,828
Charitable organizations	2	$1,382,614
Corporations or other businesses	1	$162,175

More Retirement Planning firms in Vestavia, Alabama:

Firm Name	Assets Under Management	Total Clients	Total Advisors
HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
WAVERLY ADVISORS, LLC 600 University Park Place, Suite 501 Birmingham, AL, 35209	$14,539,829,905	22135	261
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42

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